President's Message

By Tom Duffy, CFP®, MBA - President

As I sit here in the 90 degree heat, there is no place I’d rather be than here on the Jersey Shore.  Hello everyone this is the summer 2011 Presidents message.  I hope you are enjoying the summer so far. We’re rapidly approaching the beginning of August -- my goodness, where does the time go?

I'm very excited to announce the National 2011 FPA Heart of Financial Planning award will be presented to New Jersey's own Nick Nicolette and Assemblyman Gary Schaer at the FPA Experience 2011 in San Diego.

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Public Awareness Recent Events

By Omega Hartman, CFP®

Financial literacy continues to be a core mission of the Public Awareness committee.  During the past few months we have organized numerous financial literacy events for a diverse audience.  Our volunteers have “gone back to school” to reach Gen “Z”, as well as presented programs to corporations, non-profits, and political entities.

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Volunteers Needed

By Robert Herold CFP® MBA MST
Pro Bono Director

The FPA of New Jersey has entered into a joint program with the Bergen County Housing, Health and Human Services Center to provide pro bono financial coaching to men and women who are homeless or in danger of losing their home.

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NJ Financial Planning Days

Save the Dates

October 15, 2011 - Newark, NJ
October 22, 2011 - Elizabeth, NJ
(Details TBA Soon)

FPANJ strongly supports this national initiative, a partnership between FPA, CFP Board, US Conference of Mayors and the Foundation for Financial Planning.  We welcome and invite all FPANJ members to participate in Financial Planning Days this October. 

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FPANJ 2011 Board of Directors

  • Chairman/Past President
    Joseph Leone, CFP®, CPA, CLU
  • President
    Thomas Duffy, CFP®, MBA
  • President-Elect
    Leslie Beck, CFP®, MBA
  • Secretary/Treasurer
    James Freisen, CFP®, CPA
  • Public Relations Director
    Leslie Beck, CFP®, MBA
  • Allied Professional Director
    Gregory Esposito, CFP®
  • Pro Bono Director
    Robert Herold, CFP®
  • Government Relations Director
    Jason Hochstadt, CFP®
  • Public Awareness Co-Director
    Timothy Knotts, CFP®
  • Education Co-Director
    Elizabeth McNeilly, CFP® ,MBA, RFC
  • Business Partners Director
    Shikka Mittra, CFP®, CMFC®, CRPS®, MBA
  • Career Development Director
    Damien Paumi, CFP®
  • Education Co-Director
    Robert Rafano, CFP®
  • Technology Director
    Charles Roberson, CFP®, CLU
  • Membership Co-Director
    Todd Stanard, CFP®, ChFC
  • Public Awareness Co-Director
    Ray Streker, CFP®
  • Membership Co-Director
    Daniel Verdun
  • Chapter Executive
    Maria T. Eckert

Your FPANJ Board at Work

At its mid-year Board Meeting, the FPANJ Board met for ½ day to discuss the chapter’s progress in achieving its goals for the year, and to lay the groundwork for their Strategic Planning Meeting in the fall.  Using techniques such as Circle and Knowledge Café, the Board discussed such issues as why FPA matters; what commitment we are making to the chapter as board members; and the most important work that can be accomplished for the chapter before the end of 2011.

Board members discuss projects for remainder of the year.

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Allied Professionals Committee

By Gregory Esposito, CFP®
Allied Professionals Director

The Allied Professional Committee held their first networking event of the year on June 14th at the quaint Old Mill Inn restaurant in Bernardsville NJ. The event was well attended with over 60 professionals representing a wide range of industries gathering to promote their businesses and to make professional connections.

 

Attendees network at the the Allied Professionals event.

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National News
  • Virtual Learning Center - FPA's Virtual Learning Center is the best source of convenient financial planner CE (continuing education). 
  • 2011 Trends in Investing - FPA Research Center white paper, June 2011 - This white paper can help you better understand the current investment planning landscape along with the most common strategies, tactics, and products used by advisers to help their clients achieve their goals. As an adviser you can compare your practice to your peers, see what other products or techniques are being used by advisers, and see what your fellow advisers expect in the next few years.
  • FPA Experience 2011 - September 15-18 - San Diego, CA - FPA's annual conference and exposition is the single largest concentrated gathering of financial planning professionals in the world.
  • FPA’s Practice Management Center - Your source for practice management solutions

 

Government Relations

Article by William Stratton, CFP®
Government Relations Committee Member

The committee held its annual Legislative Days event at the State House on June 6th.  The goal of Legislative Days is to increase the awareness of our Chapter activities with legislators and promote the value of financial planning.


Bill Stratton (L) and John Crosby (R) attend Legislative Days 2011

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FPANJ Now Has Its Own LinkedIn Group!

By Leslie Beck, CFP®
Public Relations Director

FPANJ now has its own group in LinkedIn.  We will be using the group to send out information regarding meetings, events, etc. that are specific to FPANJ – not just FPA National.  If you have not yet joined us, please go to http://www.linkedin.com/groups?about=&gid=1834597.  We hope this will provide yet another avenue for our members to connect, and for us to keep you aware of all that is happening in your organization.  See you there!

FPANJ Represented at NJSCPA Convention

By Leslie Beck, CFP®, MBA
Public Relations Director

The New Jersey annual CPA convention took place in Atlantic City, NJ June 8 and June 9 and for the first time, the FPANJ had a vendor booth there, with the dual objective of increasing our visibility as a profession, and fostering allied professional relationships and associations.  An added benefit was the ability to network with other vendors there who may be able to provide beneficial services or other benefits for our members.

PR Committee member Nina Benton at the NJSCPA convention

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May 11, 2011 Conference: Look What You Missed


Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, CWPP™
“Cutting Edge Tax Developments and Opportunities”

 

Richard H. Greenberg, Esq.
“Estate Tax Update 2011”

 

W. Andrew Larson, CPC
“Washington Update”

Nick Murray
"The Retirement Income Planning Conversation: Five Key Ideas.”

 

Thank you to our Conference Exhibitors

Photo Gallery